KWMG LLC’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,963
| Closed | -$733K | – | 138 |
|
|
2020
Q3 | $733K | Hold |
14,963
| – | – | 0.15% | 108 |
|
|
2020
Q2 | $771K | Hold |
14,963
| – | – | 0.17% | 106 |
|
|
2020
Q1 | $694K | Sell |
14,963
-1,000
| -6% | -$46.4K | 0.19% | 101 |
|
|
2019
Q4 | $1.1M | Hold |
15,963
| – | – | 0.24% | 89 |
|
|
2019
Q3 | $1.03M | Hold |
15,963
| – | – | 0.25% | 87 |
|
|
2019
Q2 | $1.05M | Hold |
15,963
| – | – | 0.25% | 85 |
|
|
2019
Q1 | $1.02M | Sell |
15,963
-3,388
| -18% | -$217K | 0.25% | 84 |
|
|
2018
Q4 | $1.18M | Buy |
19,351
+3,388
| +21% | +$207K | 0.32% | 85 |
|
|
2018
Q3 | $1.13M | Buy |
15,963
+194
| +1% | +$13.8K | 0.29% | 82 |
|
|
2018
Q2 | $1.2M | Hold |
15,769
| – | – | 0.33% | 83 |
|
|
2018
Q1 | $1.14M | Hold |
15,769
| – | – | 0.34% | 80 |
|
|
2017
Q4 | $1.13M | Hold |
15,769
| – | – | 0.34% | 84 |
|
|
2017
Q3 | $1.18M | Hold |
15,769
| – | – | 0.39% | 84 |
|
|
2017
Q2 | $1.18M | Buy |
+15,769
| New | +$1.18M | 0.42% | 83 |
|